GoldMine Premium Edition Installation Guide

GoldMine Premium Edition Installation Guide Version 9.0 Rev: 90-04-23-10 5675 Gibraltar Drive Pleasanton, CA 94588 USA TEL: 800.776.7889 www.frontrange.com

Copyright 2010 FrontRange Solutions USA Inc. All Rights Reserved. Microsoft(R) SQL Server(tm) is (c) Copyright 2008, Microsoft Corporation. All rights reserved. This software includes software developed by the Apache Software Foundation (http://www.apache.org/). This program includes Firebird SQL Database Engine v1.5. Firebird SQL Database Engine v1.5 was developed by Inprise Corporation, now called Borland Software Corporation Copyright 2001 2005. All Rights Reserved. For FBExport see http://fbexport.sf.net. The Sentry Spelling Checker Engine Copyright 1999 Wintertree Software Inc. Portions Copyright 1998 2008 The OpenSSL Project. All rights reserved. Window captures and dialog box sample views are the copyright of their respective owners. Use of this software and its related user documentation IS subject to the terms and conditions of the applicable End User License Agreement (EULA), a copy of which is found in the user documentation folder included with the soft ware files. You must agree to the terms and conditions of the EULA in order to use this software. If you do not agree to the terms and conditions of the EULA, return the unused software within thirty (30) days of purchase IN ITS UN OPENED CD PACKAGE to the place from which you obtained it for a refund (minus any restocking fee). WARNING: The software described in this manual and its related user documentation are protected by copyright law. In no event, shall any part of the related user documentation be copied, reproduced, distributed, transmitted, stored in a retrieval system, or translated into any language, without the express written permission of FrontRange Solutions USA Inc. FrontRange Trademark Information The following are trademarks of FrontRange Solutions USA Inc. and/or its affiliates in the United States and/or other countries: FrontRange Solutions, FrontRange, GoldMine, GoldSync, GoldMine Answer Wizard, Gold Mine Management Intelligence, GoldMine Manager s Console, igoldmine, HEAT, HEAT Service & Support, HEAT PowerDesk, iheat, HEAT Self Service, HEAT Manager s Console, HEAT Answer Wizard, HEAT Quick Start Wizard, InfoCenter, Automated Processes, First Level Support, enteo, DeviceWall, Centennial Discovery, Discovery Dashboard, MicroAudit, SAM and other FrontRange products and brands. Other Trademark Information Microsoft products, brands and trademarks, including Microsoft, Windows, Windows Server, Windows Vista, SQL Server, and Internet Explorer, are the property of Microsoft Corporation in the United States and/or other countries. Other products and brands are the trademarks of their respective owners or companies.

Table of Contents Introduction 7 Welcome to GoldMine... 7 About this Guide... 7 Audience and Expertise... 7 System Requirements 9 Overview... 9 Permissions... 9 GoldMine... 9 GoldMine Plus!... 9 Environments... 9 Host Requirements... 10 Server Requirements... 10 Workstation System Requirements... 13 Undocked Workstation Requirements... 14 Additional Requirements... 15 GoldSync Requirements... 16 GoldSync System Requirements... 16 Installing GoldMine 17 Overview... 17 Planning for Installation Checklist... 17 Installing GoldMine on Windows XP... 18 Installing GoldMine on Windows Vista... 18 Installing Universal Search... 18 Installing Universal Search from Within GoldMine... 18 Installing Universal Search from a Command Prompt... 19 Searching E mails in Windows Vista and Windows 7... 19 Changes to System Files... 20 Changes to System Files for Microsoft Windows 7, Vista, and Server 2008... 20 GoldMine Installation Guide Table of Contents 3

Installation Checklists... 20 Server Installation Checklist... 21 Networked Workstation Installation Checklist... 21 Undocked Computer Installation Checklist... 22 Installing GoldMine... 22 Unattended Installation... 31 Automatic Upgrade... 33 Running a Networked Workstation Installation... 33 Sharing the GoldMine Folder on the Server... 33 Mapping a Drive on the Networked Workstations... 35 Installing on a Workstation...35 Running an Undocked Computer Installation... 39 Creating an Unattended Installation Script... 39 Modifying the Registration Key... 41 Licensing and Registration 43 Overview... 43 General Licensing Information... 43 License Types... 43 License Serial Number... 44 License Manager... 45 Licensing with a Master License... 46 Licensing Following Installation... 46 Creating Sub licenses... 50 Creating Sub licenses for Remote Offices... 50 Creating Sub licenses for Undocked Users... 52 Licensing with Sub licenses... 53 Site License... 53 Undocked License... 54 Evaluation License... 54 Upgrading GoldMine 55 Overview... 55 Upgrading Existing GoldMine Running SQL Server... 56 Upgrading Existing GoldMine Running Firebird... 62 Upgrading Remote Systems... 73 Configuring 75 Overview... 75 Configuration Considerations... 75 Placing a Custom Image in the Logon Window... 76 4 Table of Contents GoldMine Installation Guide

Installing Management Intelligence 77 Overview... 77 Installing Management Intelligence... 77 Initial Setup... 79 Establishing the ODBC... 80 Verifying the SQL Login... 89 Starting Manager s Console... 89 Installing Microsoft SQL Server 93 Overview... 93 Installing Microsoft SQL Server 2008... 93 Post Installation Configurations... 101 Installing Microsoft SQL Server 2005... 102 Troubleshooting... 108 Migrating Large Databases 109 Overview... 109 Database Preparation... 109 Converting dbase Databases to MSSQL 111 Overview... 111 Upgrading European Special Characters... 112 Resources 113 Additional Documentation... 113 Contact Us... 113 Index 115 GoldMine Installation Guide Table of Contents 5

6 Table of Contents GoldMine Installation Guide

Introduction Welcome to GoldMine GoldMine Premium Edition 9.0 (GoldMine for short) provides your organization with a powerful, comprehensive, integrated, automated solution to managing customer relationships. It offers effective tools to develop contacts, conduct activities, and track progress. With GoldMine s synchronization features, users working remotely can stay current with the main company database. About this Guide The GoldMine Installation Guide describes the basic components and steps for installing GoldMine on your Server, Networked Workstations, and Undocked Workstation, and helps you integrate GoldMine smoothly with your other technology tools. Audience and Expertise The information in this manual is written for GoldMine users and system administrators performing installations. It describes the system requirements, step by step installation instructions, and tips for server setup, workstation setup, and undocked user installations. This material assumes the user has an understanding of the Microsoft Windows operating system. GoldMine Installation Guide Introduction 7

8 Introduction GoldMine Installation Guide

System Requirements Overview This chapter provides the GoldMine system requirement information you need before you begin a Server, Networked Workstation, or Undocked Workstation installation. NOTE: Before installing GoldMine, review the most current version of the compatibility matrix document available for download from: support.frontrange.com. Permissions GoldMine Only users with local Administrator rights, or users who belong to the Administrator group, can install GoldMine. If you are running Windows XP you must have Admin or Power User rights in order to install GoldMine. The MS SQL Administrative Username must have permissions to create a new database (for new installations and Firebird migrations only). GoldMine Plus! You must have Windows administrator permissions when you install GoldMine Plus for Microsoft Office, in order for GoldMine Plus to be available globally for all users. GoldMine Plus! must be installed under the user profile of the user that will have the integration. Environments Pay particular attention to the system requirements that apply to your environment and license type. GoldMine can be installed and run in various environments. For example, you can install GoldMine on a dedicated Server, or select a regular computer running a server operating system to host a server installation (see "Server Requirements" on page 10). Environment is influenced by database size and capabilities, performance considerations, number of shared/undocked users, etc. GoldMine Installation Guide System Requirements 9

Host Requirements Requirements are listed for the following: Server Requirements (see page 10) Workstation System Requirements (see page 13) Undocked Workstation Requirements (see page 14) Server Requirements Server Operating Systems FrontRange Solutions supports these operating systems for the GoldMine Application Server: Microsoft Windows Server 2008 R2(recommended). Microsoft Windows Server 2008 (recommended). Microsoft Windows Server 2003 R2 SP2 (recommended). Microsoft Windows Server 2003 R2 (supported). Microsoft Windows Server 2003 SP2 (supported). NOTE: The 64-bit version of these Windows Server operating systems are supported for use as a GoldMine Server. If you are using Microsoft Small Business Server (SBS 2003 supported or 2008 recommended), it must be installed and working prior to installing GoldMine. Ensure that SBS service packs are current and applied. Server Hardware Requirements Operating System CPU (Intel or AMD) RAM Microsoft Windows Server 2008 R2(recommended) Microsoft Windows Server 2008 (recommended) Microsoft Windows Server 2003 R2 SP2 (recommended) Microsoft Windows Server 2003 R2 (supported) Microsoft Windows Server 2003 SP2 (supported) 3.0 GHz or faster 3 GB RAM (4GB or more RAM depending IF SQL is hosted on this same machine.) 2.0 GHz or faster 2 GB RAM (3GB or more RAM depending IF SQL is hosted on this same machine.) 10 System Requirements GoldMine Installation Guide

Database Requirements Microsoft SQL Server 2005 (SP2 supported or SP3 recommended) or Microsoft SQL Server 2008 (recommended) must be installed and configured. Microsoft SQL Server 2005/2008 Reporting Services must be installed and configured to use the Scheduled Reports feature. Microsoft SQL Server 2005/2008 Full Text Search must be installed and configured to use Full Text Search feature. Microsoft SQL Server 2005/2008 Client Tools must be installed prior to initiating the GoldMine installation process if you intend to perform a Server installation to share your database. NOTE: If you are currently using Microsoft SQL Server 2000 for your database, you will need to run either the SQL 2005 or SQL 2008 setup to upgrade the database to a compatible version. For more information, see "Installing Microsoft SQL Server" on page 93. CAUTION: When upgrading from SQL 2000 to either SQL 2005 or SQL 2008, you must back up your SQL 2000 database and then restore it into the newer version. For more information, refer to the documentation that came with your version(s) of SQL Server. NOTE: A minimum of Microsoft SQL SQL 2005/2008 Express with Advanced Services is required for the GoldMine database. Express editions have a maximum database size of 4GB. Additional Server System Requirements TCP/IP Network Protocols (recommended) Microsoft Data Access Components (MDAC) 2.6 or higher. MDAC is installed automatically with SQL Server. SCSI or Ultra DMA Enhanced IDE hard drives: RAID Array or mirrored (recommended). 1GB/100 MBps network connection (recommended). GoldMine Installation Guide System Requirements 11

Server Memory Requirements NOTE: The following table listed recommended RAM allocations. Your actual RAM requirement can vary depending on your installed operating system (see "Server Hardware Requirements" on page 10) other performance considerations (see "Server Performance Considerations" on page 12). Insufficient RAM might cause you machine to process data more slowly. Database Size Minimum RAM Allocation 50 MB 128 MB 100 MB 256 MB 500 MB < 2 GB 512 MB 2 5 GB 1 GB 5 12 GB 2 GB 12+ GB 3 GB NOTE: You might also need to increase your RAM allocation when using Universal Search and Full Text Search in GoldMine. Server Performance Considerations The amount of RAM you have in your Server and the CPU speed requirements vary depending upon your database size and these factors: NOTE: These factors are in addition to the database size and RAM recommendation listed in the table for "Server Memory Requirements" on page 12. For example, if you have 2 GB of mailbox records, you would likely increase your RAM to match the recommendations accordingly. Number of items in the database: Contact Records (1 KB each) Detail Records (2 KB each) History Records (1 KB each) User defined fields Number of simultaneous users on the network Database size Mailbox records (often the largest table and most used) 12 System Requirements GoldMine Installation Guide

Workstation System Requirements Microsoft Data Access Components (MDAC) 2.6 or higher must be installed on any shared or undocked workstation to enable database functionality. MDAC is installed automatically with SQL Server. NOTE: FrontRange Solutions neither supports nor recommends using Windows emulators on Macintosh, Linux, or other operating systems. Workstation Operating Systems FrontRange Solutions supports these operating systems for the GoldMine Network Clients: Microsoft Windows 7 (recommended) Microsoft Windows Vista SP1 (recommended) Microsoft Windows XP SP3 (recommended) Microsoft Windows XP SP2 (supported) Microsoft Windows Server 2008 R2(recommended) Microsoft Windows Server 2008 (recommended) Microsoft Windows Server 2003 R2 SP2 (recommended) Microsoft Windows Server 2003 R2 (supported) Microsoft Windows Server 2003 SP2 (supported) NOTE: The following 64 bit version Windows operating systems are supported for use as a GoldMine Workstation: Windows Microsoft Windows 7 Microsoft Windows Server 2008 R2 Microsoft Windows Server 2008 Microsoft Windows Server 2003 R2 SP2 Microsoft Windows Server 2003 R2 Microsoft Windows Server 2003 SP2 If you are using Microsoft Small Business Server (SBS 2003 supported or 2008 recommended), it must be installed and working prior to installing GoldMine. Ensure that SBS service packs are current and applied. Workstation Hardware Requirements Operating System CPU (Intel or AMD) RAM Windows Microsoft Windows 7 3.0 GHz or faster 2 GB RAM (3GB or more RAM depending on your database) Microsoft Windows Vista SP1 3.0 GHz or faster 2 GB RAM (3GB or more RAM depending on your database) Microsoft Windows XP SP3 Microsoft Windows XP SP2 1.5 GHz or faster CPU 1 GB RAM (2 GB or more RAM depending on your database) GoldMine Installation Guide System Requirements 13

Undocked Workstation Requirements Microsoft Data Access Components (MDAC) 2.6 or higher must be installed on any shared or undocked workstation to enable database functionality. MDAC is installed automatically with SQL Server. The following recommendations are made for computers operating when disconnected from a Server. Undocked Workstation Operating Systems FrontRange Solutions supports: Microsoft Windows 7 (recommended) Microsoft Windows Vista SP1 (recommended) Microsoft Windows XP SP3 (recommended) Microsoft Windows XP SP2 (supported) Microsoft Windows Server 2008 R2(recommended). Microsoft Windows Server 2008 (recommended). Microsoft Windows Server 2003 R2 SP2 (recommended). Microsoft Windows Server 2003 R2 (supported). Microsoft Windows Server 2003 SP2 (supported). NOTE: The following 64 bit version Windows operating systems are supported: Windows Microsoft Windows 7 Microsoft Windows Server 2008 R2 Microsoft Windows Server 2008 Microsoft Windows Server 2003 R2 SP2 Microsoft Windows Server 2003 R2 Microsoft Windows Server 2003 SP2 If you are using Microsoft Small Business Server (SBS 2003 supported or 2008 recommended), it must be installed and working prior to installing GoldMine. Ensure that SBS service packs are current and applied. NOTE: FrontRange Solutions neither supports nor recommends using Windows emulators on Macintosh, Linux, or other operating systems. 14 System Requirements GoldMine Installation Guide

Undocked Workstation Hardware Requirements Undocked Workstation Performance Considerations The amount of RAM you have in your Workstation and the CPU speed requirements vary depending upon your database size and these factors: Number of items in the database: Contact Records (1 KB each) Detail Records (2 KB each) History Records (1 KB each) User defined fields Number of simultaneous users on the network Database size Operating System CPU (Intel or AMD) RAM Windows Microsoft Windows 7 3.0 GHz or faster 2 GB RAM (3GB or more RAM depending on your database) Microsoft Windows Vista SP1 3.0 GHz or faster 2 GB RAM (3GB or more RAM depending on your database) Microsoft Windows XP SP3 Microsoft Windows XP SP2 Mailbox records (often the largest table and most used) 1.5 GHz or faster CPU 1 GB RAM (2 GB or more RAM depending on your database) Additional Requirements Microsoft.NET Framework 1.1 must be installed and configured to use the Scheduled Reports feature. Microsoft.NET Framework 2.0 is required for two add ons: GoldMine Plus (add on for Microsoft Office) and GISME (GoldMine integration with Microsoft Exchange). Microsoft Visual Studio 2005.NET (for use with MS SQL 2005) must be installed and configured to create reports for the Scheduled Reports feature. End users do not require this application. Microsoft Visual Studio 2008.NET (for use with MS SQL 2008) must be installed and configured to create reports for the Scheduled Reports feature. End users do not require this application. Microsoft XML Core Services 6 (for Windows XP SP2 only) is an upgrade but not replacement for versions 3 and 4. Versions 3 and 4 still provide legacy features not supported in version 6. Multiple versions can all be installed and running concurrently. NOTE: MSXML6 is included with Microsoft SQL Server 2005, Visual Studio 2005,.NET Framework 3.0, Windows Vista, Windows 7, and Windows XP SP3. GoldMine Installation Guide System Requirements 15

GoldSync Requirements GoldSync automates the synchronization of data between a host GoldMine system and multiple remote GoldMine systems. GoldSync supports multi user/multi site environments and includes support for many simultaneous connections. As the amount of data and number of users increase, GoldSync scales as needed for the workload demand. TIP: For details on GoldSync implementation and functionality, see About GoldSync" in the Online Help. GoldSync System Requirements Item Operating System Disk Subsystem RAM Allocation Network Connection Recommended Microsoft Windows Server 2003 Microsoft Windows Server 2008 RAID Array or mirrored (for larger databases or heavy synchronization load) 1 GB (for < 2 GB database with 10 concurrent sync sessions) 100 Base TX TCP/IP 16 System Requirements GoldMine Installation Guide

Installing GoldMine Overview GoldMine provides various types of installations, whether from netupdate or CD, a new installation or upgrade, on a server or workstation, in network or remote location. Review the planning items and considerations, determine the type of installation you are running, and use the associated checklist to ensure a successful installation. Planning for Installation Checklist When planning a GoldMine installation consider: Who will be the designated GoldMine administrator? The GoldMine administrator must have access to network and office resources and be able to address the business related implementation issues regarding configuration and customization. Do you have the proper license and registration information for the version of GoldMine you are installing? For detailed information on licensing, see "Licensing and Registration" on page 43 TIP: GoldMine Solutions Partners are GoldMine Certified in installation and setup. To locate a partner in your area, go to www.frontrange.com and use the Partner Locator. Are you going to import data? Verify that you can import the source data into GoldMine. Does the system administrator have full administrative rights? To install GoldMine on a network, the GoldMine administrator must have full administrative rights on the network. Are your service packs compatible and current? Check the version and service pack number for your Microsoft Windows operating system. Verify no issues exist with your current service pack on the Web site at support.frontrange.com. Have you reviewed the network structure? Are there multiple domains? Do users have the rights on the GoldMine domain to access GoldMine? Is the server outside the regular network? There may be connectivity issues the network administrator needs to address. What type of database are you using? GoldMine supports both Microsoft SQL Server or SQL Server Express. Will you be integrating GoldMine with Microsoft Office? Microsoft Office 2003/2007 is required when integrating with GoldMine, and must be installed/configured before installing the GoldMine Plus! component. GoldMine Installation Guide Installing GoldMine 17

Installing GoldMine on Windows XP Windows XP is not a supported platform for a GoldMine application server. Some users may encounter issues with the auto run installation. Installing GoldMine on Windows Vista Although the install process for Vista is very similar to Windows XP, it is not supported as a a GoldMine application server environment. You can install and run GoldMine on Vista, but you can not share your installation with other Networked Workstation over a network. You can override the default installation folder for GoldMine executables and libraries. However, if you choose a location outside of the \Program Files directory, certain functionality will be lost, such as macro recording. This is due to security requirements within Vista, which connects certain privileged functions with the locations where their associated executables are launched from. If User Account Control (UAC) is on, GoldMine macros will not work if not installed in \Program Files directory. The installer will offer customized path settings for GoldMine's program files. The installer, by default, creates the destination folders with correct permissions set for proper use. If the destination folders you will install to already exist, or if you create them yourself, you must ensure that the selected folders have the correct access permissions. Customers using a Windows Vista system as a server may have problems with the Networked Workstation accessing the data on the network due to the split. Users might encounter license errors when performing NetUpdates (see "Changes to System Files for Microsoft Windows 7, Vista, and Server 2008" on page 20). Installing Universal Search Universal Search can be installed using one of the following procedures: NOTE: You can also install Universal Search by selecting Yes at the end of the Licensing Wizard (see "Licensing Following Installation" on page 46). NOTE: MS SQL Full Text Search must also be correctly installed and configured prior installing Universal Search. Installing Universal Search from Within GoldMine 1. Logon to GoldMine as user with Master rights. 2. Open the Tools menu and select Configure > System Settings. 3. Click the Advanced tab. 4. Click the Install button. 5. Click the Yes button. 18 Installing GoldMine GoldMine Installation Guide

Installing Universal Search from a Command Prompt 1. Logon to GoldMine as an administrative user when prompted for logon data 2. Open the Windows Start menu and select Run. 3. In the Open textbox, type gmw /us:install and then click OK. 4. Login to GoldMine as an administrative user when prompted for logon data. 5. Install Universal Search by selecting Yes in the Do you want to install Universal Search? message box. Searching E-mails in Windows Vista and Windows 7 There is an issue when searching information in emails that occurs only when GoldMine is installed on Microsoft Vista and Windows 7. After installing Universal Search you might see the following messages: Message in the Application Event log: Errors were encountered during full text index population for table or indexed view '[gm81_35].[dbo].[mailbox]', database 'gm81_35' (table or indexed view ID '309576141', database ID '20'). See full text crawl logs for details." Message in the full text log: "2009 09 12 19:12:30.13 spid18s Error '0x8007007e' occurred during full text index population for table or indexed view '[gm81_35].[dbo].[mailbox]' (table or indexed view ID '309576141', database ID '20'), full text key value 0x354C4F4A583248263B3F563D20573C. Attempt will be made to re index it. 2009 09 12 19:12:30.13 spid18s The component 'MSFTE.DLL' reported error while indexing. Component path 'C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Binn\MSFTE.DLL' To fix this condition, perform the following procedure. WARNING: You should create a backup of your Windows Registry before making any changes. 1. Find the registry key: HKEY_LOCAL_MACHINE\SOFTWARE\Classes\CLSID\{5645C8C2 E277 11CF 8FDA 00AA00A14F93} 2. Change the default value from (%systemroot%\system32\mimefilt.dll) to (c:\windows\system32\mimefilt.dll) where %systemroot% is the path where Windows is installed. 3. Restart the computer (or at least restart the Microsoft SQL Server). 4. Restart the Microsoft Fulltext service 5. Re install the Universal Search. After installing Universal Search you might see the following message: "You can see this message only in the Application Event Log" GoldMine Installation Guide Installing GoldMine 19

Changes to System Files Located in the GoldMine folder, these files store user and licensing information. System files typically have a.bin,.xml, or.ini file extension. DataDict.xml includes database and field definitions for creation of required databases and maintenance operations. flags.bin controls the number of users logged on to GoldMine. LicenseGM.bin stores License Manager information and validates incoming sync connections. Users is a table the collects the user's information such as user login and permission information. USER_info.bin stores SQL login information. GM.ini controls how GoldMine launches. dbalias.ini stores the database username and password. gmbase.bin is used to maintain system integrity. gmexp.bin stores revoked licenses. SyncLock.bin is used to maintain system integrity. USER.ini stores how GoldMine launches for the user. Changes to System Files for Microsoft Windows 7, Vista, and Server 2008 When installing GoldMine onto a Microsoft Windows Vista, Windows 7, or Windows Server 2008 system, a splitpath installation is used. This is due to security changes in these versions of Window s architecture. The split path installation will place executables and program libraries into Program Files\GoldMine, while database files,.ini files, reports, and templates will be placed in ProgramData\GoldMine. Installation Checklists If you are: Networked Workstation: An individual in an organization with a multi user environment who must connect to a shared copy of the GoldMine database. Install GoldMine on the client workstation so the end user can connect to the server copy of the GoldMine database from his or her individual computer. Undocked Workstation: An individual who often works remotely on a computer with an Undocked sublicense, who synchronizes with a Server to update information. Install a full copy of GoldMine with a database on a computer working disconnected from a network. GoldSync Server: This can be also the Server and does not need to be an extra machine. Server: A company that must support multiple GoldMine users using a shared system. Users can then connect to the server copy from their local Networked Workstation using shortcuts installed by running a Workstation installation. Then run: Full Setup, connected to an existing database Full Setup (with U License) Full Setup, connected to an existing database Full Setup 20 Installing GoldMine GoldMine Installation Guide

Server Installation Checklist Back up your database and folders: (Upgrading customers only) If you are upgrading, back up your GoldMine database. We also recommend backing up your GoldMine folder and any other folders containing files linked to GoldMine before beginning any installation. This prevents the loss of valuable contact information. Confirm all GoldMine users are logged out of the system: (Upgrading customers only). Uninstall linked and integrated programs: (Upgrading customers only) Uninstall GoldMine Plus for Microsoft Office. Exit all running system programs and stop services: Includes third party utilities that integrate with GoldMine, other GoldMine add on products (such as GoldSync), the Microsoft Office Shortcut bar. Stop all services that integrate with GoldMine, including GoldMine Integration Services for Microsoft Exchange (GISME), if applicable. Install ancillary programs: Install necessary programs on the computer serving as the Server or on another computer on your network (see "Additional Requirements" on page 15). On an Undocked machine, MS SQL must be installed prior the GoldMine installation. Install GoldMine: Install on the computer serving as your Server. Select the Server Setup installation and follow the directions in this manual. License the server copy of GoldMine: Licensing registers the Server copy of GoldMine with the appropriate license (see "Licensing and Registration" on page 43). Verify you can launch GoldMine: Ensure the server installation is functioning properly before installing any Networked Workstation. Share the GoldMine folder: In order for the Networked Workstation to connect to the shared copy of GoldMine, you must first share the folder in which GoldMine is installed (see "Sharing the GoldMine Folder on the Server" on page 33). Networked Workstation Installation Checklist Uninstall linked and integrated programs: (Upgrading customers only) Uninstall GoldMine Plus for Microsoft Office. Exit all running system programs and stop services: Includes third party utilities that integrate with GoldMine, other GoldMine add on products (such as GoldSync), the Microsoft Office Shortcut bar. Stop all services that integrate with GoldMine, including GoldMine Integration Services for Microsoft Exchange (GISME), if applicable. Create a mapped drive to the shared GoldMine folder: See "Sharing the GoldMine Folder on the Server" on page 33. Install GoldMine on the Client Workstation: See "Running a Networked Workstation Installation" on page 33. Verify you can launch GoldMine: Ensure the workstation installation is functioning properly. GoldMine Installation Guide Installing GoldMine 21

Undocked Computer Installation Checklist Create an Undocked license: (undocked license users only) See "Licensing and Registration" on page 43. Uninstall linked and integrated programs: (Upgrading customers only) Uninstall GoldMine Plus for Microsoft Office. Exit all running system programs and stop services: Includes third party utilities that integrate with GoldMine, other GoldMine add on products (such as GoldSync), the Microsoft Office Shortcut bar. Stop all services that integrate with GoldMine, including GoldMine Integration Services for Microsoft Exchange (GISME), if applicable. Disconnect the laptop from the network: Disconnect to ensure GoldMine configures the laptop to connect only with the database on the local computer and not with the network. Install GoldMine to the undocked computer: See "Running an Undocked Computer Installation" on page 39. License GoldMine: Use the appropriate U license information. See "Licensing and Registration" on page 43. Verify you can launch GoldMine: Ensure the undocked installation is functioning properly. Installing GoldMine A full setup installs GoldMine to a common location, usually a shared network drive. Workstation based users can connect to the server copy from their local computers after "Running a Networked Workstation Installation" (see page 2 33). CAUTION: If you are installing a new version of GoldMine after uninstalling a previous version, you might have entries left in the Windows Registry which will cause GoldMine to assume you are upgrading. These entries must be removed to allow you to install GoldMine. Consult with your System Administrator before you attempt to remove any entries from your Windows Registry. NOTE: Vista, Windows 2008, and Windows 7 have a split path installation. The gm.ini file installs into the \ProgramData\GoldMine, which needs to be shared because this folder contains gm.ini to which realini setting from workstation gm.ini should point. (realini=path to shared gm.ini) To Install GoldMine on a Server The following steps are for a New Installation. If upgrading, use the steps in "Upgrading GoldMine" on page 55. NOTE: 110MB of disk space is required for installation (plus 45MB more if adding GoldMine Plus!). 1. Log directly into the server as a local administrator. 2. The installation CD is set up to autorun when inserted into your CD ROM drive or run the gmsetup.exe downloaded to your server installation of GoldMine during the Net Update process. 22 Installing GoldMine GoldMine Installation Guide

The Welcome to the GoldMine Installation Wizard dialog box appears. 3. Click Next. The Readme dialog box appears. GoldMine Installation Guide Installing GoldMine 23

NOTE: The README file contains the most recent information about this version of GoldMine. A copy of the README.htm (as well as the ReleaseNotes.rtf) can be found in the \Goldmine folder after the installation has completed. 4. Close this dialog box after reviewing the most recent information about this version of GoldMine to proceed with the installation. 5. The License Agreement dialog box appears. 24 Installing GoldMine GoldMine Installation Guide

6. Review the licensing information carefully; if you agree to the terms, select I accept the terms in the license agreement. NOTE: If you do not agree to the terms of the license agreement, select I do not accept the terms in the license agreement. Click Cancel to terminate the installation. 7. Accepting the terms of the agreement activates the subsequent check boxes. You must select both check boxes to continue with the installation. NOTE: Select I am an authorized agent and/or representative of the customer/end user and I have read the terms and conditions stated above to continue. 8. Click Next. The New or Existing Database dialog box appears. GoldMine Installation Guide Installing GoldMine 25

9. Choose the Install GoldMine to connect to a new database option. 10. Click Next. The Custom Setup dialog box appears. 26 Installing GoldMine GoldMine Installation Guide

The GoldMine Premium Edition and GoldMine Plus! options are selected for installation by default. There are three options under the GoldMine Plus! option: NOTE: If you select the Microsoft Excel option and plan on having others use it, besides the current installing user, you must make changes manually to the registry key. See "Modifying the Registration Key" on page 41. For Microsoft Word For Microsoft Excel For Microsoft Outlook If you do not want to install the GoldMine Plus! components, click the GoldMine Plus! icon, select This feature will not be available from the drop down menu, and then click Next. Alternately, can select individual GoldMine Plus! components for exclusion during installation. These components can be install at a later date using the Add or Remove Programs control panel in Windows, and then selecting Change for the GoldMine entry on the list. 11. To install the selected GoldMine features, click Next. NOTE: Microsoft Office must be installed prior to installing GoldMine Plus! components. 12. The Demo Data Options dialog box appears. 13. Select the local version of English for your installation. GoldMine Installation Guide Installing GoldMine 27

14. To add the demonstration data to the database, check the Install Demo Data with GoldMine box. NOTE: When upgrading, this dialog box does not appear 15. Click Next. The MS SQL Administrator Login dialog box appears. MS SQL Server Name: Type or select the name of the computer on your network where SQL Server is installed. When using named instances (such as default on MS SQL express Editions installations) type the name of the MS SQL Server; example: MACHINENAME\SQLEXPRESS. MS SQL Database Name: GoldMine creates and installs the demo data in a SQL database called GoldMine. If you want your database to have a different name, type it in the text box. MS SQL Administrative Username: The default login is sa. If your SQL Server user name is different, your SQL administrator must provide the information. MS SQL Administrative Password: Enter the SQL Server administrator password. MS SQL Database Owner: The default name of the SQL Server database owner is dbo. There is no need to change this value. Create Unicode Database: Check this option to create a Unicode Database. Checking this option will greatly increase the size of your database. 16. Click Next to continue. NOTE: If you click Next without typing a user name and password, the Insufficient Input dialog box appears. Click Back. If you type incorrect information and click Next, the MS SQL Login Failed dialog box appears. Review the troubleshooting tips, then click Back. 28 Installing GoldMine GoldMine Installation Guide

If you are installing GoldMine using Microsoft SQL Express, a message box appears stating that is supports databases no more than 4GB in size. Click OK to close the message. If you are have not updated your SQL 2000 Server database to either 2005 or 2008, the following message appears. Click OK to close the message. 17. The Ready to Install the Program dialog box appears. If you are planning on installing GoldMine on other computers, you can check the Create a configuration file for unattended installation box to create a configuration file with these settings. GoldMine Installation Guide Installing GoldMine 29

If you choose not to use this option, you can manually create the unattended installation script (see "To Create an Unattended Installation Script" on page 40). 18. If you selected any of the GoldMine Plus! options, a Question box appears. 19. Click Yes to install the Microsoft Office add ins, or click No to skip installation of these add ins and only install GoldMine. 20. The Installing GoldMine dialog box appears. 21. When finished, the Installation Completed dialog box appears. 30 Installing GoldMine GoldMine Installation Guide

22. Click Finish. NOTE: The Welcome to GoldMine dialog box appears to begin the licensing process. See "Licensing and Registration" on page 43. Unattended Installation Another installation option is the Unattended Installation (also known as Silent Install). This option allows installation without user interaction. Installing GoldMine using the unattended installation mode recreates the same steps as a workstation install, using user responses stored in a configuration file. For example, you perform a full GoldMine installation on a clean computer (a computer with no previously installed versions of GoldMine) using the connect to existing database option. Then you run the GoldMine installer in unattended mode on the other computers. GoldMine will be installed into the same directory with connect to existing database option. The Unattended Installer uses a special configuration file named gm_si.ini. The following procedure shows you how to create this file. NOTE: The generated gm_si.ini is meant to be deployed to a machine with a similar condition. If you create a gm_si.ini file from a machine that has been upgraded, the same gm_si.ini can not be deployed as a new installation in another machine. NOTE: A GoldMine administrator can create unattended installation scripts for various installation scenarios (see "To Create an Unattended Installation Script" on page 40). GoldMine Installation Guide Installing GoldMine 31

To Create Configuration File for Unattended Installation 1. Run GoldMine installer as usual. For more information on installing, see "Installing GoldMine" on page 22. 2. Proceed to Install Welcome dialog. 3. Select the Create a configuration file for unattended installation checkbox. 4. The file will be created in the: C:\Program Files\GoldMine\Setup\GoldMine\gm_si.ini NOTE: If installing to Windows 7, Vista, or Server 2008,a split path installation is used, which places the gm_si.ini file in the \ProgramData\GoldMine\setup folder. For more information, see "Changes to System Files for Microsoft Windows 7, Vista, and Server 2008" on page 20. 5. Click Install. The configuration file and bat file (gmsetup_si.bat) will be created. NOTE: You can also create an unattended installation script after installation. For more information, see "Creating an Unattended Installation Script" on page 39. NOTE: If the installer in unattended mode cannot repeat exactly the user mode steps, then the installer will switch to an interactive mode and the user can manually continue with the installation. To Manually Run the Unattended Installation Manually run the unattended install using gmsetup_si.bat file. NOTE: GM installer files gmsetup.exe, gm_si.ini, and gmsetup_si.bat should be placed into the same directory. In some cases the unattended installer cannot repeat the exact steps as a normal install. For example, the unattended installer cannot perform a full installation (without previously installed GoldMine) on the computer with GoldMine already installed with the same version because the installer is running in maintenance mode. 32 Installing GoldMine GoldMine Installation Guide

Automatic Upgrade Use the following procedure to upgrade networked workstation. To Upgrade Unattended Installation 1. Create the configuration file. For instructions, see "To Create Configuration File for Unattended Installation" on page 32. 2. Select GoldMine > Tools > Configure > System Settings > Auto Upgrade. 3. Set the paths and filenames of the GoldMine installer and configuration file created in step 1. NOTE: This must be a UNC path to a sharable directory. After completing this procedure, any local installs of GoldMine will automatically prompt users to upgrade GoldMine whenever the local GoldMine version is less then the server GoldMine version. Running a Networked Workstation Installation A Networked Workstation setup installs GoldMine on the workstation and enables a workstation user to connect to the Server copy of the GoldMine database from their individual computer. Share the GoldMine data folder on the server, then map the same drive on each workstation to the shared GoldMine folder on the server using a UNC path to a sharable directory (not recommended if using softphone or Management Intelligence). Sharing the GoldMine Folder on the Server To run the shared folder installation, after installing the Server setup, share the GoldMine root directory so the Networked Workstation function properly. All GoldMine users must have rights to read, write, modify, and delete files for GoldMine to function on the Networked Workstation. NOTE: Sharing can expose other applications. Do not install GoldMine as a root folder of the drive, rather, install to C:\Program Files\GoldMine on the Server. Your procedure might vary depending on the operating system where the Server database is located. Refer the documentation that can with your operating system for detailed instructions. To Share the GoldMine Folder on Server 2003 To share the GoldMine folder on Server 2003 you must perform two steps: share the folder and configure the permissions. Follow the proceedures list below to share the GoldMine folder. Share the GoldMine Folder 1. Log on to the computer as Administrator or as a member of the Administrators group. 2. Open the Start menu and select All Programs > Accessories > Windows Explorer. 3. Expand My Computer and locate the \GoldMine folder. 4. Right click the folder and select Sharing and Security from the context menu. 5. On the GoldMine Properties dialog box, click Share this folder. GoldMine Installation Guide Installing GoldMine 33

Configure The Share Permissions 1. On the Sharing tab, click Permissions and then click Add. 2. In the Select Users or Groups dialog box, double click the desire user account or group that you want to give permission to this folder. 3. After you select the users and groups to which you wants, click OK. The groups/users that you added (and the Everyone group) appear in the Group or user names list. 4. Select each user or group in the list and assign permissions. 5. After setting permissions, click the Everyone group and then click Remove. 6. Click OK. To Share the GoldMine Folder on Server 2008 To share the GoldMine folder on Server 2003 you must perform two steps: share the folder and configure the permissions. Follow the proceedures list below to share the GoldMine folder. Share the GoldMine Folder 1. Open Computer Management. 2. If the User Account Control dialog box appears, confirm that the action it displays is what you want, and then click Yes. 3. In the console tree, click System Tools > Shared Folders, and then click Shares. 4. On the Action menu and select New Share. 5. Follow the steps in the Create a Shared Folder Wizard, and then click Finish. Configure The Share Permissions 1. Open Computer Management. 2. If the User Account Control dialog box appears, confirm that the action it displays is what you want, and then click Yes. 3. In the console tree, click System Tools > Shared Folders, and then click Shares. 4. In the details pane, right click the shared folder and then click Properties. 5. On the Share Permissions tab, set the permissions you want: To assign permissions to a shared folder to a user or group, click Add. In the Select Users, Computers, or Groups dialog box, find or type the user or group name, and then click OK. To revoke access to the shared folder, click Remove. To set individual permissions for the user or group, in Permissions for group or user, select either Allow or Deny. 6. To set file and folder permissions that apply to users who log on locally or using Remote Desktop Services, click the Security tab and set the appropriate permissions. 34 Installing GoldMine GoldMine Installation Guide

Map the Shared Folder as a Network Drive 1. Open the Windows Start menu and select Programs > Accessories. 2. Right click on Command Prompt shortcut and choose Run as Administrator. 3. Type net use <drive:> <UNC path to the shared drive>. 4. Open the Windows Start menu and select Computer. 5. Click Map network drive at the top of the Computer window. 6. Select the drive letter entered in step 3. 7. Browse or enter the UNC path as specified in step 3. 8. Double click the computer that has the shared folder and then double click the shared folder. 9. Click OK to map the shared folder. Mapping a Drive on the Networked Workstations To enable sharing the GoldMine folder on the Server, all Networked Workstation accessing the shared GoldMine folder must be mapped to the same network drive letter (for example, G:\) to facilitate GoldMine administration and operations related to linked documents and synchronization. NOTE: If linked files were added using mapped drive paths, you can use Linked Document Mover (Tools > Data Management > Move Linked Docs and Attachments) to replace a path using a mapped drive with a UNC path before synchronizing. 1. On the workstation computer, start Windows Explorer and select Tools > Map Network Drive. 2. From the Drive list box, select the designated drive letter for mapping to the GoldMine folder on the server. 3. From the Folder list box, browse to the shared GoldMine folder For example: \\GoldMine Server\GoldMine. 4. Select the Reconnect at Logon check box. 5. Click OK. 6. Click Finish. 7. Repeat this procedure on each client workstation computer. Installing on a Workstation The Workstation step installs GoldMine on the workstation and enables the workstation user to connect to a shared copy of the GoldMine database. 1. From the workstation computer, locate the gmsetup.exe file. Double click to run the executable. The Welcome to the GoldMine Installation Wizard dialog box appears. 2. Click Next. The Readme dialog box after reviewing the most recent information about this version of GoldMine to proceed with the installation. 3. Click Next. The License Agreement dialog box appears. 4. Review the licensing information carefully; if you agree to the terms, select I accept the terms in the license agreement. NOTE: If you do not agree to the terms of the license agreement, select I do not accept the terms in the license agreement. Click Cancel to terminate the installation. GoldMine Installation Guide Installing GoldMine 35

5. Accepting the terms of the agreement activates the subsequent check boxes. You must select both check boxes to continue with the installation. NOTE: Select I am an authorized agent and/or representative of the customer/end user and I have read the terms and conditions stated above to continue. 6. Click Next. The New or Existing Database dialog box appears. 7. Choose the Install GoldMine to connect to an existing database option, and then click the Browse button to navigate to the to GoldMine shared path on the application server. 8. Click Next. The Custom Setup dialog box appears. 36 Installing GoldMine GoldMine Installation Guide

The default installation location is C:\Program Files\GoldMine. NOTE: If you select the Microsoft Excel option and plan on having others use it, besides the current installing user, you must make changes manually to the registry key. See "Modifying the Registration Key" on page 41. NOTE: Choosing a location outside of the \Program Files directory when installing on Vista and Windows 7 can cause a loss of certain functionality, such as macro recording. This is due to security requirements within Vista and Windows 7, which connects certain privileged functions with the locations from which their associated executables are launched. 9. Click OK. The Ready to Install dialog box appears. GoldMine Installation Guide Installing GoldMine 37

NOTE: The Create configuration file for unattended installation option allows you to create the gm_si.ini file. This file can be used to establish settings for future Workstation installation based on the settings of this Workstation. A GoldMine administrator can also create unattended installation scripts for various installation scenarios (see "To Create an Unattended Installation Script" on page 40). 10. Click Install. The network shortcuts are installed on your workstation computer. 11. If you selected any of the GoldMine Plus! options, a Question box appears. 12. Click Yes to install the Microsoft Office add ins, or click No to skip installation of these add ins and only install GoldMine. 38 Installing GoldMine GoldMine Installation Guide

13. When finished, the Installation Completed dialog box appears. 14. Repeat this process for each workstation accessing GoldMine. NOTE: When installing GoldMine and its add-in components on Microsoft Windows Vista, ensure that GoldMine is at the same elevation level as the programs it interacts with. For instance, if GoldMine is installed at: C:\Program Files\GoldMine, then Microsoft Office should be installed at: C:\Program Files\Microsoft Office. Vista will block any interaction between applications that are not at the same elevation level. This applies to any third party applications integrating with GoldMine. Running an Undocked Computer Installation An Undocked setup is the same as a full setup, with the only difference being the license number. For detailed installation instruction, see "Installing GoldMine" on page 22. If the undocked computer you are upgrading or installing works remotely, see "Upgrading GoldMine" on page 55. Read the following points before running an undocked computer installation: If installing an Undocked version of GoldMine while it is in your office, disconnect the laptop from the network so you install a completely independent copy on the computer. An Undocked installation is performed for users that frequently work remotely and are not connected to the office network via a faster connection. The user works on a local database on their computer. Data is exchanged between the user s local database and the office database during synchronization. For more information, see the online help for instructions on setting up GoldSync. Instead of using the following procedure, you can run the installation by using an installation file for One Button Synchronization. For further information, refer to the Synchronization chapter of the GoldMine Administrator Guide (or the Synchronization topic in the online help). Creating an Unattended Installation Script During installation, you have the option to Create a configuration file for unattended installation (see "Installing GoldMine" on page 22). If you are planning on installing or upgrading GoldMine on other computers, you can, use this file or create a new one By creating a customized installation script, you can choose precisely the script parameter information you want to proliferate to the other computers on your network. This script can then be used for your unattended installations. Use Case Scenarios New Installation Create installation file that enables GoldMine to be installed (with data and license) on an undocked machine in an unattended mode. Repeat this process for 20 undocked machines New Installation Connecting to Existing Database Create installation file that enables GoldMine to be installed (with data and license) on an networked machine in an unattended mode that connects to an existing database. The process is similar to a New Installation above. Upgrade Installation Upgrade an undocked machine with a new license. This process should not require that the administrator have physical access to the machine. Repeat this process for any additional undocked machines. GoldMine Installation Guide Installing GoldMine 39

To Create an Unattended Installation Script 1. Start GoldMine and login as an administrator. 2. Open the Tools menu and select Configure > System Settings. 3. Click the Script for unattended installation tab. 4. Open the drop down menu and select the installation type: GM Upgrade from previous versions New GM installation with connect to existing database New GM installation with new database 5. Select or modify any Value for each Property as needed. 6. Click the Create button to generate the script. 7. Click OK to close the System Settings dialog box. The new script is saved to the \GoldMine\Setup\ directory. Below is an example of the two files created: NewGm NewDb X 000390 EVALNR 00000 00000 00000.ini NewGm NewDb X 000390 EVALNR 00000 00000 00000.bat 40 Installing GoldMine GoldMine Installation Guide

To Run an Unattended Installation Script 1. Create an Unattended Installation Script (see "To Create an Unattended Installation Script" on page 40). 2. Place a copy of the.ini and.bat file in the same location as the GoldMine installation file. For example, the following files would need to be in the same directory to run the script: <scriptname>.ini <scriptname>.bat gmsetup.exe 3. Run the <scriptname>.bat file to start the installation. Modifying the Registration Key If you install GoldMine Plus!, it is only active for the current user. If you want other users of the same system to have access to Microsoft integration features, you must make changes manually to the system registry for each additional user. This change is only required for Excel. To make these changes, follow the steps listed below. To Modify the System Registry for Additional GoldMine Plus! Users WARNING: You should create a backup of your Windows Registry before making any changes. 1. Login as different user account. 2. Open the Windows Start menu and select Run. 3. Type regedit in the textbox and click OK. 4. Expand the tree to: HKEY_CURRENT_USER\SOFTWARE\Microsoft\Office\<YOUR VERSION>\Excel The <YOUR VERSION> Office folders are as follows: For Office2003 = 11.0 For Office 2007 = 12.0 5. Expand the Excel folder. 6. Right click on Options and select New > String Value from the context menu 7. Name the new string OPEN. 8. Right click the OPEN string and select Modify. 9. Enter the following string in the Value data textbox: /A GMPlusOffice2007.UserDefinedFunctions 10. Click OK to save the changes. GoldMine Installation Guide Installing GoldMine 41

42 Installing GoldMine GoldMine Installation Guide

Licensing and Registration Overview GoldMine has a fully scalable licensing structure to meet the needs of individuals and organizations. As your business matures and GoldMine expands, your organization can change the licensing configurations. General Licensing Information The single, distributed Master License serves as the authentication mechanism for secure synchronization across the entire organization, and the License Manager keeps track of your licensing configurations. Most organizations generally buy one license a Master License with x number of seats. These seats can then be parsed to users in various combinations of sub licenses. For example, an organization can create Site sub licenses for their remote office(s) and Undocked sub licenses for individual remote (mobile) users. One seat should always be set aside for administrators. License Types Master License: This is the primary license. It determines what database types are supported by the master site as well as its synchronization capabilities. It is a precursor to executing any sub licenses which stem from it. GoldSync and Outlook Integration licenses are included in E licenses. For information about licensing serial number schema, see "License Serial Number" on page 44. Sub licenses: To issue, install GoldMine with a Master License on your organization s primary network. This ensures all sub licenses maintain security and are authenticated properly during synchronization. The Undocked license (a special sub license) is for remote users and can only be licensed for a single user. It can be sub licensed from the main GoldMine system or from a Site sub license. Increases: Previous increases for Premium Edition, Corporate Edition, and GoldSync (J, R, and N), are now facilitated by obtaining a new E. GoldMine Installation Guide Licensing and Registration 43

Master License E Edition License Supports SQL databases and includes GoldSync Sub-licenses U Undocked License Single sub license for a remote GoldMine user S Site License Multiple user sub license for a remote office Y GoldSync License GoldSync sub license for a remote office License Serial Number The schema for the serial number has changed. Because of the new licensing schema, the GoldMine installer will not upgrade your license. This example illustrates what a GoldMine license serial number looks like: License type: Alpha prefix denotes the type of Master license. Number of users: First 4 numbers indicate the license count or seats available in the license. The license count determines the number of users who can log on to GoldMine at one time but does not limit the total number of named users. Version: A 2 digit version number. HDA number: Your 6 digit HDA number. Serial number: 15 character (alphanumeric) serial number uniquely identifying the license for an organization. It is used for registration and support and identifies all sub licenses as part of the same organization. Collected in 3 groups of 5 characters during licensing. Key code: 15 character (alphanumeric) key code is a computer generated check used by GoldMine to verify the license s validity. Collected in 3 groups of 5 characters during licensing. Note: The license is required for the product to run. Keep the license number and key code in a safe place in the event it becomes necessary to reinstall the software. 44 Licensing and Registration GoldMine Installation Guide

License Manager Initial licensing information is collected during installation. Subsequent changes and related management functions are handled through the License Manager. To open the License Manager, launch GoldMine, open the Tools menu and select Configure > License Manager. The central text box lists all installed licenses and any sub licenses created from this location. Status is displayed along the right side. Buttons along the bottom allow you to add a New License, add a New Site, add an Undocked User, Remove License, or View License. The database support of the Master License is inherited by the site sub licenses distributed throughout the organization. GoldSync Synchronization capabilities can be distributed separately to sub licenses. NOTE: Licensing information is stored in the license file, Licensegm.bin, created at the time you register. This file must exist only in the GoldMine root directory of each GoldMine installation. TIP: Additional License Manager information is provided in the Online Help. GoldMine Installation Guide Licensing and Registration 45

Licensing with a Master License A GoldMine Edition Master License begins with the alpha prefix E. For Example: E 002590 123456... The E license is usually a multi user license for a Server installation of GoldMine, but can be a single user license for a Undocked Workstation computer. An E license includes a GoldSync license for each purchased GoldMine seat. Remote site sub licenses (S and Y licenses) and Undocked sub licenses (U licenses) are created from the E license. Type the E license number and key code you received when you purchased the software. NOTE: If you type an E-license serial number into the text boxes, the GoldSync text box area remains unavailable because GoldSync is included. Licensing Following Installation 1. After the installation completes, click Finish. The licensing wizard launches. NOTE: If you do not complete the license and registration information after installation, the licensing wizard launches prior to first use of GoldMine. The Enter GoldMine Serial Number dialog box appears. 2. Type your GoldMine serial number and key code. Options appearing in this dialog box depend on type of license purchased. 46 Licensing and Registration GoldMine Installation Guide

3. Click Next. The Enter License Information dialog box appears. 4. Enter your contact information in the designated text boxes to continue. All fields are required. Click the checkbox if you want to receive future product information. 5. Click Next. The Import Windows User Accounts dialog box appears. GoldMine Installation Guide Licensing and Registration 47

6. Select each user account you want to import into GoldMine. If appropriate, type an optional password for imported names. NOTE: Imported users do not have master rights. 7. Click Next. The Enter Your Username dialog box appears. 48 Licensing and Registration GoldMine Installation Guide

8. Type a user name (eight characters or fewer). The password is optional. GoldMine requests these at log in. This user has Master Rights in GoldMine. 9. Click Finish. The GoldMine Logon dialog box appears. GoldMine Installation Guide Licensing and Registration 49

10. Type the user name and password and click OK to launch GoldMine. 11. After logging in, the Universal Search dialog box appears. NOTE: Full Text Search must be installed and configured prior installing GoldMine Universal Search. 12. Click Yes to proceed with Universal Search or No to ignore the option. If you click No, Universal Search can still be installed at a later time. For more information, see About Universal Search in the GoldMine User Guide or Online Help. Creating Sub-licenses After GoldMine is installed and licensed, you can parse seats to your end users with sub licenses using the License Manager. You must have a Master License to create sub licenses. CAUTION: Plan before creating sub-licenses, keeping in mind each sub-license transfers seat availability which affects how many users can log in on the network system. For example, on the Licenses tab of the License Manager, if the Total users/dist: shows a total number of seats and the total number of sub-licenses as 50\20, only 30 seats are available to users. At a minimum, one seat should always be set aside for administrators only. Creating Sub-licenses for Remote Offices From a Master License, you can create sub licenses for remote offices. Remote office sub licenses can be a Site License (S license) and/or a GoldSync License (Y license). Each S sub license transfers seat availability from non remote users. A minimum of one seat must remain available to non remote users. For example, you must have at least 5 seats to make GoldMine available to 4 remote offices. Headquarters retains the fifth seat. NOTE: When creating any sub-license, note the entire license number created by GoldMine. The sub-license includes the key code and additional information needed when licensing the remote computer. 50 Licensing and Registration GoldMine Installation Guide

To Create a Sub-license for a Remote Office 1. From the GoldMine menu, select Tools > Configure > License Manager. The License Manager appears. 2. Click the Licenses tab. 3. Click New Site. The Create a Site Sub License dialog box appears. 4. In the Distributed License Type area, select the site license you want to create; GoldMine Site License (S- License) for the number of seats the site needs or GoldSync Site License (Y License) for the number of users who are synchronizing, including at least one for the site. TIP: Write the sub-license number down or copy it to Windows Notepad. The sub-license number is needed for each remote computer installation. Send the remote site license number to the remote user who can type the license number during the GoldMine installation. 5. In the Site Sub License area, type the site name and number of users. 6. Click Create Site Sub License. The Site License for Remote Site dialog box appears. 7. Review the information about the sub license and click I Agree. The sub license number for the site appears in the Sub license for Remote Site [Name of Site] dialog box. 8. If you created a Site license, repeat the above process to create the necessary GoldSync license and select GoldSync Site License. NOTE: GoldMine adds the sub-license to the list of licences on the Licenses tab of the License Manager. GoldMine Installation Guide Licensing and Registration 51

Creating Sub-licenses for Undocked Users GoldMine has a sub license for an individual user called an Undocked License (U License). This license type is created for users who work primarily with GoldMine at a remote location on a laptop, notebook, or home office computer but who may also need to log on to the network occasionally. Consider: Creating an undocked user decreases the available users of the network site (Master License or Site License) by one; however, when an undocked user logs on to the site from which they were sub licensed, they do not take up an additional seat. Every user supported by the GoldMine license can have an Undocked license to work on a remote computer. For example, on a 5 user GoldMine system, 5 Undocked licenses can be created. This is in contrast to creating an S sub license which requires one seat to remain available from the Master License. All undocked users, as well as the total number of users that make up the difference in the total number allowed by the Master License can log on to GoldMine. For example, on a 5 user GoldMine system with 3 undocked users, 3 undocked users plus 2 other users can log on to GoldMine. WARNING: If you undock all users, only those users will be able to log in. If you have not assigned master rights to any of those undocked users, GoldMine administration cannot take place. When used in combination with GoldSync, administrators can synchronize security settings to undocked users including new passwords, menu items, and preferences in addition to data. To work on an undocked basis, users must have an Undocked license on their laptop. Create an Undocked license from the Master License or a Site license. To Create a Sub-license for an Undocked User 1. From the GoldMine main menu, select Tools > Configure > License Manager. The License Manager appears. 2. Click the Licenses tab and Undock Users. The Create Undocked User Licenses dialog box appears. 52 Licensing and Registration GoldMine Installation Guide

3. Select the check box next to the user you want to create a sub license for, and click Create Undocked License. The Sub Licenses dialog box appears. 4. Review the information and click I Agree. The sub license number for a remote user or an undocked user appears in the Sub license for Remote Site [Name of Site] dialog box. TIP: Write the sub-license number down or copy it to Windows Notepad. The sub-license number is needed for each remote computer installation. Send the remote site license number to the remote user who can type the license number during the GoldMine installation. Licensing with Sub-licenses Site License A Site License is a multiple user sub license for a remote office and is designated with the alpha prefix S. You should have an S license for each user at the remote site. A GoldSync License (Y-license) is required only if you are using an S license and want to synchronize using GoldSync. You should have one Y license to synchronize with the Master License and additional Y licenses for Undocked users synchronizing with your site. NOTE: Y licenses are not entered in the Enter GoldMine Serial Number dialog box. Only S licenses are entered during registration (the GoldSync Section remains disabled). Clicking Next displays an ALERT: Suggested Action(s)! if you try to enter Y licenses in the Enter GoldMine Serial Number dialog box. If this installation of GoldMine includes its own GoldSync sites, you may enter the applicable Y type sub licenses to properly configure synchronization for this system. 1. To configure applicable sub license sites, select Tools > Configure > License Manager to enter your Y type license. 2. In the GoldMine Serial Number text boxes, type the S license, Key Code, and Site Code you created in the License Manager of the main GoldMine system. 3. In the GoldSync Serial Number text boxes, type the Y license, Key Code, and Site Code you created in the License Manager. GoldMine Installation Guide Licensing and Registration 53

Undocked License Undocked licenses are sub licenses created from a Master License or a Site license and are designated by the letter U. This license type is created for users who work with GoldMine at another location, on a laptop, or on a workstation disconnected from the server copy of GoldMine. Type the U license, Key Code, and Site Code created in the License Manager. Evaluation License The Evaluation license allows you to evaluate GoldMine Premium Edition for 30 days. During or after this time you can purchase a production GoldMine license and apply it to your database. You will receive a warning of the approaching expiration of the evaluation license. If you do not apply a production license within 30 days, product performance will degrade to make GoldMine unusable for practical use, but will permit an administrator to access the application to add a license or take another look at the user interface. 54 Licensing and Registration GoldMine Installation Guide

Upgrading GoldMine Overview The upgrade process is intended to be used with GoldMine 6.7or higher. There is no need to uninstall the existing version, or remove folders and databases before proceeding. If you are upgrading a prior version, you must upgrade to 6.7 before upgrading to 9.0. Contact Customer Care at 800.776.7889 for information about upgrading from versions prior to 6.7. NOTE: Back up your existing GoldMine database and system before beginning the upgrade. In addition to the 110MB of disk space required for installation (plus 45MB more if adding GoldMine Plus!), ensure you have at least 2½ times the size of your largest table in additional free space on your hard disk. For example, If your largest table is Conthist, which has an 85 MB.dbf and a 15 MB.dbt for 100 MB total, you should have 250 MB free disk space before continuing (2½ x 100 MB). A database conversion might be required when upgrading from earlier versions of GoldMine. This conversion occurs automatically when GoldMine is installed into the path of the existing gmw6.exe. CAUTION: If you are upgrading a large Microsoft SQL Server database (5GB of data or more), note that certain computers (limited computing power) require manual steps to upgrade the database successfully. Undocked users must be on the same version and build of GoldMine as the site with which they sync. If you are upgrading the server but are not upgrading Undocked Workstations until a later time, disable their sync sites in the GoldSync Administration Center on the server. Reactivate their site when the undocked computer is upgraded and is running the same version and build of GoldMine as the server. GoldMine Installation Guide Upgrading GoldMine 55

If you have a previous version of the GoldMine Link to Word or GoldMine Plus Microsoft Office, uninstall this version prior to upgrading. The upgrade installs the new GoldMine Plus Microsoft Office installer file that is compatible with GoldMine 9.0. If you have a previous version of GoldMine Integration Services for Microsoft Outlook (GISMO), uninstall this version prior to upgrading. NOTE: If your company policy requires that you uninstall the previous version of GoldMine to run a clean installation, you might have entries left in the Windows Registry which will cause GoldMine to assume you are upgrading. These entries must be removed to allow you to install GoldMine. Consult with your System Administrator before you attempt to remove any entries from your Windows Registry. Upgrading Existing GoldMine Running SQL Server The following procedure demonstrates upgrading from a SQL Server 2005/2008 Standard Edition database. If you are using SQL 2000 Server Standard, you must migrate your database to either the SQL Server 2005/2008 Standard or Workgroup edition before running the wizard. This procedure is for customers that have the following: GoldMine 6.7 or newer SQL Server/SQL Server Express GoldMine database If you are upgrading from a previous version of GoldMine and have a large Microsoft SQL Server database (5GB of data or more), refer to "Migrating Large Databases" on page 109. CAUTION: Before upgrading GoldMine, we recommend backing up your existing database. To Upgrade GoldMine Running SQL Server CAUTION: When upgrading from SQL 2000 to either SQL 2005 or SQL 2008, you must back up your SQL 2000 database and then restore it into the newer version. For more information, refer to the documentation that came with your version(s) of SQL Server. NOTE: If you are upgrading from Microsoft SQL 2000 Server Standard Edition to SQL 2005/2008 Workgroup Edition, you will need to install the newer version and migrate the database before upgrading GoldMine. After GoldMine has been installed, rehost the database to the new one. For more information, see Using the Databases Wizard in the GoldMine Administrators Guide or in the Online Help. 1. The Welcome to the GoldMine Installation Wizard dialog box appears. 56 Upgrading GoldMine GoldMine Installation Guide

2. Click Next. The Readme dialog box appears. This file contains the most recent information about this version. GoldMine Installation Guide Upgrading GoldMine 57

3. Close this dialog box after reviewing the most recent information about this version of GoldMine to proceed with the installation. 4. The License Agreement dialog box appears. 5. Review the licensing information carefully; if you agree to the terms, select I accept the terms in the license agreement. NOTE: If you do not agree to the terms of the license agreement, select I do not accept the terms in the license agreement. Click Cancel to terminate the installation. 6. Accepting the terms of the agreement activates the subsequent check boxes. You must select both check boxes to continue with the installation. NOTE: Select I am an authorized agent and/or representative of the customer/end user and I have read the terms and conditions stated above to continue. 58 Upgrading GoldMine GoldMine Installation Guide

7. Click Next. The Custom Setup dialog box appears. The GoldMine Premium Edition and GoldMine Plus! options are selected for installation by default. There are three options under the GoldMine Plus! option: For Microsoft Word For Microsoft Excel For Microsoft Outlook If you do not want to install the GoldMine Plus! components, click the GoldMine Plus! icon, select This feature will not be available from the drop down menu, and then click Next. Alternately, can select individual GoldMine Plus! components for exclusion during installation. These components can be install at a later date using the Add or Remove Programs control panel in Windows, and then selecting Change for the GoldMine entry on the list. 8. To install the selected GoldMine features, click Next. NOTE: Microsoft Office must be installed prior to installing GoldMine Plus! components. GoldMine Installation Guide Upgrading GoldMine 59

9. Click Next. The MS SQL Administrator Login dialog box appears. The Server Name, Database Name, and Database Owner fields are retained from the previous installation and not required during the upgrade. The only fields required in this dialog box are: MS SQL Administrative Username: The default login is sa. If your SQL Server user name is different, your SQL administrator must provide the information. MS SQL Administrative Password: Enter the SQL Server administrator password. NOTE: If you click Next without typing a user name and password, the Insufficient Input dialog box appears. Click Back. If you type incorrect information and click Next, the MS SQL Login Failed dialog box appears. Review the troubleshooting tips, then click Back. 10. Click Next to continue. If you are installing GoldMine using Microsoft SQL Express, a message box appears stating that is supports databases no more than 4GB in size. Click OK to close the message. 60 Upgrading GoldMine GoldMine Installation Guide

11. The Ready to Install the Program dialog box appears. If you will be installing GoldMine on other computers sharing these same configuration settings, you can check the Create a configuration file for unattended installation box to create a configuration file with these settings. A GoldMine administrator can also create unattended installation scripts for various installation scenarios (see "To Create an Unattended Installation Script" on page 40). 12. Click the Install button. 13. If you selected any of the GoldMine Plus! options, a Question box appears. 14. Click Yes to install the Microsoft Office add ins, or click No to skip installation of these add ins and only install GoldMine. 15. The Installing GoldMine dialog box appears. GoldMine Installation Guide Upgrading GoldMine 61

16. When finished, the Installation Completed dialog box appears. 17. Click Finish to start GoldMine. 18. Enter your login information. GoldMine updates your database and starts the program. NOTE: If you are upgrading from a previous version of GoldMine that supported Dashboards, a message box displays asking if you want to overwrite the existing predefined Dashboards. Click Yes to overwrite or No to keep your existing predefined Dashboards. Upgrading Existing GoldMine Running Firebird GoldMine 9.0 no longer supports Firebird database. However, the installation process now contains a database migration step to migrate your data from the Firebird database into a SQL database. During the migration process, the Firebird database is not modified. There is no need to create a backup before upgrading GoldMine. This procedure is for customers that have the following: GoldMine 7.0 or newer Firebird GoldMine database If you are currently using a SQL database, refer to "Upgrading Existing GoldMine Running SQL Server" on page 56. NOTE: Before upgrading GoldMine from a Firebird database to a SQL database, you must have previously installed and setup the SQL Server 2005/2008 Standard, Workgroup, or Express edition before running the wizard. For more information about installing SQL Server, refer to the documentation that came with your software. 62 Upgrading GoldMine GoldMine Installation Guide

To Upgrade GoldMine Running Firebird 1. Log directly into the machine as a local administrator. 2. The installation CD is set up to autorun when inserted into your CD ROM drive or run the gmsetup.exe downloaded to your server installation of GoldMine during the Net Update process. The Welcome to the GoldMine Installation Wizard dialog box appears. 3. Click Next. The Readme dialog box appears. GoldMine Installation Guide Upgrading GoldMine 63

NOTE: The README file contains the most recent information about this version of GoldMine. 4. Close this dialog box after reviewing the most recent information about this version of GoldMine to proceed with the installation. 5. The License Agreement dialog box appears. 64 Upgrading GoldMine GoldMine Installation Guide

6. Review the licensing information carefully; if you agree to the terms, select I accept the terms in the license agreement. NOTE: If you do not agree to the terms of the license agreement, select I do not accept the terms in the license agreement. Click Cancel to terminate the installation. 7. Accepting the terms of the agreement activates the subsequent check boxes. You must select both check boxes to continue with the installation. NOTE: Select I am an authorized agent and/or representative of the customer/end user and I have read the terms and conditions stated above to continue. GoldMine Installation Guide Upgrading GoldMine 65

8. Click Next. The Custom Setup dialog box appears. The GoldMine Premium Edition and GoldMine Plus! options are selected for installation by default. There are three options under the GoldMine Plus! option: For Microsoft Word For Microsoft Excel For Microsoft Outlook If you do not want to install the GoldMine Plus! components, click the GoldMine Plus! icon, select This feature will not be available from the drop down menu, and then click Next. Alternately, can select individual GoldMine Plus! components for exclusion during installation. These components can be install at a later date using the Add or Remove Programs control panel in Windows, and then selecting Change for the GoldMine entry on the list. 9. To install the selected GoldMine features, click Next. NOTE: Microsoft Office must be installed prior to installing GoldMine Plus! components. 66 Upgrading GoldMine GoldMine Installation Guide

10. Click Next. The MS SQL Administrator Login dialog box appears. MS SQL Server Name: Type or select the computer name on your network where SQL Server is installed. MS SQL Database Name: GoldMine creates and installs the demo data in a SQL database called GoldMine. If you want your database to have a different name, type it in the text box. MS SQL Administrative Username: The default login is sa. If your SQL Server user name is different, your SQL administrator must provide the information. MS SQL Administrative Password: Enter the SQL Server administrator password. MS SQL Database Owner: Enter the name of the SQL Server database owner. Create Unicode Database: Check this option to create a Unicode Database. NOTE: If you click Next without typing a user name and password, the Insufficient Input dialog box appears. Click Back. If you type incorrect information and click Next, the MS SQL Login Failed dialog box appears. Review the troubleshooting tips, then click Back. 11. Click Next to continue. If you are installing GoldMine using Microsoft SQL Express, a message box appears stating that is supports databases no more than 4GB in size. Click OK to close the message GoldMine Installation Guide Upgrading GoldMine 67

12. The Ready to Install the Program dialog box appears. If you will be installing GoldMine on other computers sharing these same configuration settings, you can check the Create a configuration file for unattended installation box to create a configuration file with these settings. A GoldMine administrator can also create unattended installation scripts for various installation scenarios (see "To Create an Unattended Installation Script" on page 40). 13. Click Install to begin the file installation. 68 Upgrading GoldMine GoldMine Installation Guide

14. If you selected any of the GoldMine Plus! options, a Question box appears. 15. Click Yes to install the Microsoft Office add ins, or click No to skip installation of these add ins and only install GoldMine. 16. The Installing GoldMine dialog box appears. GoldMine Installation Guide Upgrading GoldMine 69

17. When finished, the Installation Completed dialog box appears. 18. Click Finish. The GoldMine License Updrade dialog box appear. 19. Enter the new Serial Number and Key Code and then click OK. 20. The GoldMine login screen appears. 70 Upgrading GoldMine GoldMine Installation Guide

21. Enter your login information and click OK. The Creating Database Tables dialog box appears. 22. Click Finish. GoldMine launches and starts to create the database table for the SQL database. GoldMine Installation Guide Upgrading GoldMine 71

NOTE: If a message box appears with a question to overwrite existing Contact Set files, click Yes to overwrite the files. 23. A message box appear with a question to use the new MSSQL database as the default database. 24. Click Yes to use the new database. NOTE: You might be required to log in again to GoldMine. 72 Upgrading GoldMine GoldMine Installation Guide

Upgrading Remote Systems This type of upgrade is for computers working disconnected from a Server but synchronizing with the main Server to update GoldMine information: a remote Site or an Undocked Workstation computer. If you are upgrading a Site, the Master installation provides the site administrator with the gmsetup.exe. For more information, see "Installing GoldMine" on page 22. If updating an undocked computer, the Master installation provides the undocked computer user with the gmsetup.exe. For more information, see "Running an Undocked Computer Installation" on page 39. If you are upgrading the server but are not upgrading a remote system until a later date, disable the site in the GoldSync Administration Center until it is running the same version of GoldMine as the server. To Upgrade a Remote System 1. Upgrade the Master GoldMine site. 2. Upgrade remote computers by sending them a gmsetup.exe installation file using one of these methods: CD ROM FTP site E mail Accessible network drive NOTE: Database upgrade and universal search installation are automatic when the user selects the Yes option. If the user selects not to install Universal Search, it can be installed later by running GoldMine with a special parameter: GMW /us:install (see "Installing Universal Search" on page 18). 3. Remote users must run the installation CD or the gmsetup.exe on their computer following these upgrade instructions. After remote users upgrade to the same version of GoldMine as the server, they can begin synchronizing again. GoldMine Installation Guide Upgrading GoldMine 73

74 Upgrading GoldMine GoldMine Installation Guide

Configuring Overview After installation, system administrators must configure GoldMine to meet the needs of the organization. Some preliminary setup is presented in this chapter. Additional configuration steps are presented in the online Help. Configuration Considerations In developing a GoldMine deployment strategy, the GoldMine administrator must carefully plan how the GoldMine database should run and determine who is going to use it. Creating users, user groups, security rights, and preferences including menu rights Changing field labels Creating user defined fields and tabs Setting up expanded details Generating and modifying F2 Lookup lists To enhance GoldMine, configure other areas: Automated Processes Reports To import existing databases into GoldMine, plan the migration by asking yourself: Is it essential to keep all existing data? How out of date is the data? Are all fields in the existing database required in GoldMine? TIP: For details on these procedures, see the Administration topics in the GoldMine online help Table of Contents, accessed by selecting Help > Help Topics on the GoldMine menu bar. GoldMine Installation Guide Configuring 75

Placing a Custom Image in the Logon Window To display your organization s logo or other graphic on GoldMine s logon screen correctly, the file must be a bitmap within a size limit of 150 x 250 pixels. NOTE: GM.ini is a special initialization file that stores settings that apply globally to all users running the same installation of GoldMine. Place the bitmap file in the root GoldMine directory. Using a text editor such as Windows Notepad, open GM.ini. Under the [GoldMine] section, add this line: UserLogo=<path\<filename> For example, if you place the graphics file MyLogo.bmp in your GoldMine directory, type this statement: UserLogo=C:\GoldMine\MyLogo.bmp Save GM.ini, then exit the text editor. Open GoldMine to display the changed login screen. 76 Configuring GoldMine Installation Guide

Installing Management Intelligence Overview Whether you work in support, sales, or marketing, Manager s Console and Answer Wizard take all the information collected from front line contacts including call histories, open support tickets, and forecasts and deliver that information to the rest of the organization. These tools track and disseminate information, they actually transform the information in your company into an asset. Manager s Console: Manager s Console provides at a glance summaries of the overall status of a Support Center or sales department. It allows managers to proactively review and manage critical business issues and facilitate future responses to recurring problems. Answer Wizard: Answer Wizard is a management reporting tool for a supervisor or manager. Answer Wizard not only provides immediate answers to the questions managers are asking, but also coaches them to understand the additional questions they should ask. Installing Management Intelligence The CD Browser initiates the installation process, allowing you to install, browse the CD, view Documentation, or exit. Available from the Documentation browser are the ReadMe and a PDF copy of this Installation Guide. Documentation is also available from the Help menu in most modules. The Installation Wizard walks you through the installation process step by step. Windows and dialog boxes outline important information, features, and directions. To navigate through the Installation Wizard, follow the directions in the windows and dialog boxes. To cancel the installation and exit the wizard at any time, click Cancel. To Install Management Intelligence 1. Insert the Installation CD into your CD ROM drive. The CD Browser opens. 2. Select Install Management Intelligence. The Management Intelligence Installation Wizard opens. GoldMine Installation Guide Installing Management Intelligence 77

3. Click Next. The Readme dialog box opens. 4. Click Next. The License Agreement dialog box opens. 5. Review the licensing information carefully; if you agree to the terms, select I accept the terms in the license agreement. NOTE: If you do not agree to the terms of the license agreement, select I do not accept the terms in the license agreement. Click Cancel to terminate the installation. 6. Accepting the terms of the agreement activates the subsequent check boxes. You must select both check boxes to continue with the installation. NOTE: Select I am an authorized agent and/or representative of the customer/end user and I have read the terms and conditions stated above to continue. 7. Click Next. The Setup Type dialog box opens. 78 Installing Management Intelligence GoldMine Installation Guide

8. Select Complete. 9. Click Next. The Ready to Install the Program dialog box opens. 10. Click Install. The Installing Management Intelligence dialog box opens. When finished, the Installation Completed dialog box opens. 11. Click Finish. Initial Setup Manager s Console and Answer Wizard are installed. Next, launch the Answer Wizard to configure the data sources and load the reports. GoldMine Installation Guide Installing Management Intelligence 79

Establishing the ODBC 1. From the Windows Start menu, select Programs > GoldMine > Answer Wizard. The Answer Wizard main window opens. 2. Click Preferences. The User Preferences dialog box opens. 80 Installing Management Intelligence GoldMine Installation Guide

3. Use the Options tab to set the paths to the data file and reports. Click Add. The Answer Wizard Data File dialog box opens. GoldMine Installation Guide Installing Management Intelligence 81

4. Navigate to the AnsWizgm.dat file, located in the \GoldMine\Management Intelligence\Answer Wizard Reports folder. 5. Click Open. The Browse for Folder dialog box opens. 6. Verify the path is correct and click OK. The User Preferences dialog box reopens with paths defined. 82 Installing Management Intelligence GoldMine Installation Guide

7. Click the Manager s Console Data Source tab. GoldMine Installation Guide Installing Management Intelligence 83

8. Click Select. The Select Manager s Console Data Source dialog box opens. 9. In the drop down list, select GMSales_Mktg. 84 Installing Management Intelligence GoldMine Installation Guide

10. Click OK. The SQL Server Login dialog box opens. 11. Type the Login ID and Password for SQL Server. Click OK. 12. A dialog box opens. 13. Click OK. The User Preferences window reopens with the GoldMine User ID and Password tab selected. GoldMine Installation Guide Installing Management Intelligence 85

14. Enter your GoldMine user ID and password. 15. Click OK. The Answer Wizard main window reopens. Notice the GoldMine reports now appear in the tree. 86 Installing Management Intelligence GoldMine Installation Guide

16. To define custom data sources for your GoldMine data, click Preferences, then select the GoldMine Data Sources tab. GoldMine Installation Guide Installing Management Intelligence 87

17. Use the fields on the GoldMine Data Sources tab to define custom data sources: System Data: Specifies the data source you want to use for core GoldMine system information. Gold Data: Specifies the data source you want to use for GoldMine calendar information. Contact Data: Specifies the data source you want to use for GoldMine contact information. Click the Select button in each section, then select your data source from the drop down menu. Enter your User ID and password for each database selected. Click the Clear button to reset all fields for each section. When finished, click OK. The Answer Wizard main window reopens. 18. Click Exit to close the Answer Wizard. Displaying the ProgramData Folder Answer Wizard initialization requires browsing to the location of the DAT and report files; however, the ProgramData folder is a hidden folder and may be unavailable to a user using the default Windows Explorer Folder Options' settings. To show hidden files and folders: Select this Explorer menu action: Tools > Folder options > View tab. Then, at the Browse To dialog box, make selection to expose folders. 88 Installing Management Intelligence GoldMine Installation Guide

Verifying the SQL Login 1. From the Windows Start menu, select Programs > GoldMine > GoldMine. The GoldMine Login opens. 2. Log into GoldMine as the User with Master Rights. 3. From the main menu, select Tools > User s Settings. The User s Master File dialog box opens. 4. Select the local user with Master Rights. 5. Click Properties. The Properties dialog box opens. 6. Click the Access tab. 7. Ensure the SQL Logon name and SQL Password are correct (such as, sa and sa). 8. Click OK. The User s Master File dialog box reopens. 9. Click Close. Starting Manager s Console 1. From Windows Start menu, select Programs > GoldMine > Manager s Console. The Manager s Console Start Mode dialog box opens. 2. Select Start as Server. 3. Click OK. The Select Manager s Console Data Source dialog box opens. GoldMine Installation Guide Installing Management Intelligence 89

4. In the drop down list, select GMSales_Mktg. 5. Click OK. The SQL Server Login dialog opens. 6. Enter your SQL database Login ID and Password. 7. Click OK. A dialog box opens. 8. Click Yes to create a new table. A dialog box opens. 9. Click Yes to create the table. The Manager s Console Login screen opens 90 Installing Management Intelligence GoldMine Installation Guide

. 10. Enter your User ID and Password. 11. Click OK. The Manager s Console Login screen reopens. The Manager s Console is now ready for use. To exit the Manager s Console, click Cancel. To set up a metric using the Metric Indicator Wizard, click OK. The Metric Indicator Wizard opens. TIP: Refer the Online Help of either the GoldMine or Management Intelligence applications for information about using the Metric Indicator and other features of the Manager s Console. GoldMine Installation Guide Installing Management Intelligence 91

92 Installing Management Intelligence GoldMine Installation Guide

Installing Microsoft SQL Server Overview The Server setup requires that you install Microsoft SQL Server before installing GoldMine. GoldMine supports Microsoft SQL Server 2005 SP2 and later, but Microsoft SQL 2008 is recommended and used as the example in this section. For information about installing earlier versions, refer the documentation that came with your version. The following instructions include installation procedures and settings pertinent to GoldMine but should not be considered a SQL Server administrator s guide. Only experienced SQL administrators should configure SQL Server with anything other than the settings described in these instructions. TIP: The Microsoft SQL Server 2008 CD included with your GoldMine Premium Edition package provides complete installation instructions in the Microsoft online help. Installing Microsoft SQL Server 2008 The server on which you are installing Microsoft SQL Server 2008 must have one of the following operating systems: Windows XP with SP2 or later; Windows Vista; Windows Server 2003 Enterprise, Standard, or Data Center Edition with SP2 or later; Windows Server 2008 Enterprise, Standard, or Data Center Edition; Windows Small Business Server 2008. NOTE: For detailed hardware and software requirements for installing SQL Server 2008, refer to http://msdn.microsoft.com/en us/library/ms143506.aspx. 1. Insert the Microsoft SQL Server 2008 Installation CD into the CD/DVD drive of the computer on which you are installing SQL. NOTE: The SQL Server 2008 Installation CD is set up to autorun when inserted into your CD/ DVD drive. If autorun is not enabled, select Run from the Windows Start menu on the Windows taskbar, and then type x:\setup.exe (where x is the letter of the CD/DVD drive) The SQL Server Installation Center opens. GoldMine Installation Guide Installing Microsoft SQL Server 93

2. From the menu list on the left, select Installation. The screen changes to display the installation options. 3. From the list of installation options on the right, select New SQL Server stand alone installation. The SQL server 2008 Setup dialog box opens. 94 Installing Microsoft SQL Server GoldMine Installation Guide

4. Prior to installing SQL Server Support files, the wizard runs an operation to identify problems that might occur when installing the support files. If problems are indicated, they must be resolved before the installation process can continue. If no problems are identified, click OK to continue. The Product Key dialog box opens. 5. The product key information should be auto populated. Click Next. The License Terms dialog box opens. GoldMine Installation Guide Installing Microsoft SQL Server 95

6. Read the licensing agreement and check the I accept the license terms box to indicate agreement. Click Next. The Setup Support Files dialog box opens. 7. Click Install. The operations runs to install the Setup Support Files. This may take several minutes. 96 Installing Microsoft SQL Server GoldMine Installation Guide

8. When complete, click Next. The Feature Selection dialog box opens. 9. Select the Instance Features: Database Engine Services, Full Text Search, Client Tools Connectivity, and also the Management Tools option (either Basic or Complete). Click Next. The Instance Configuration dialog box opens. NOTE: If you plan on using Reporting Services with GoldMine, Reporting service must also be installed. GoldMine Installation Guide Installing Microsoft SQL Server 97

10. Select the Default instance option and click Next. The Disk Space Requirements dialog box opens. 11. Click Next. The Server Configuration dialog box opens. 98 Installing Microsoft SQL Server GoldMine Installation Guide

12. Change the SQL Server Agent Startup Type to Automatic, then click the Use the same account for all SQL Server services button. A dialog box opens for you to select the Account Name: select NT AUTHORITY/ SYSTEM. Click OK. 13. Click Next. The Database Engine Configuration dialog box opens. 14. Select the Mixed Mode option, then enter and confirm the password. You must also specify a SQL Server Administrator; you can click the Add Current User button to do so. 15. Click Next. The Error and Usage Reporting dialog box opens. GoldMine Installation Guide Installing Microsoft SQL Server 99

16. If you want MSSQL Server 2008 to automatically send your error messages and usage reports to Microsoft, check the appropriate box. Click Next. The Installation Rules dialog box opens. 17. Click Next. The Ready to Install dialog box opens. 100 Installing Microsoft SQL Server GoldMine Installation Guide

18. Review the installation summary, then click Install. The Installation Progress dialog box opens. 19. When installation is complete, click Next. The Complete dialog box displays, advising you to restart you computer. 20. Click Close, then restart your computer. 21. Exit the SQL Server Configuration Manager. 22. In Windows, go to Start > Settings > Control Panel > Administrative Tools > Computer Management. 23. Expand Services and Applications and select Services. 24. Stop and restart the service SQL Server (MSSQLSERVER). Post-Installation Configurations Subsequent to installing SQL Server 2008 and GoldMine, you will need to open Microsoft Server SQL Management Studio to confirm (or modify) the configuration of some database settings: 1. Open the Windows Start menu and select Programs > Microsoft SQL Server 2008 > SQL Server Management Studio. 2. In the left panel, click Databases to open the folder, then right click your database, and select Properties. 3. In the Select a page panel, click Options. 4. Confirm the Recovery model field is set to Full. NOTE: This might greatly increase the database size and transaction logs. Transaction logs should be regulary backed up and truncated to save space. 5. Confirm the Compatibility level field is set to the highest level. 6. In the Automatic section, confirm the Auto Create Statistics is set to True. 7. In the Automatic section, confirm the Auto Update Statistics is set to True. 8. Click OK. GoldMine Installation Guide Installing Microsoft SQL Server 101

Installing Microsoft SQL Server 2005 If you choose to install Microsoft SQL Server 2005, use the following procedure. 1. Insert the Microsoft SQL Server 2005 Installation CD into the CD/DVD drive of the computer on which you are installing SQL. NOTE: The SQL Server 2005 is not included with GoldMine 9.0. The main window opens. 2. Select Server components, tools, Books Online, and samples. The End User License Agreement window appears. To install SQL Server 2005, you must accept the terms of the End User License Agreement. 3. When you have reviewed and accepted the terms, click Next. The Installing Prerequisites window opens. 102 Installing Microsoft SQL Server GoldMine Installation Guide

4. Click Install. After the software prerequisites are installed, click Next. The Welcome window opens. 5. Click Next. The System Configuration Check window opens. GoldMine Installation Guide Installing Microsoft SQL Server 103

6. When the system configuration check is complete, click Next. The Registration Information window opens. 7. Click Next. The Feature Selection window opens. 8. In the Feature Selection window, select SQL Server Database Services and Workstation components, Books Online and development tools, then click Next. The Instance Name window opens. 104 Installing Microsoft SQL Server GoldMine Installation Guide

9. Leave Default selected. Click Next. The Service Account dialog box opens. 10. Select Use the built in system account > Local System. Under Start services at the end of setup, check SQL Server. 11. Click Next. The Authentication Mode dialog box opens. GoldMine Installation Guide Installing Microsoft SQL Server 105

12. Select Mixed Mode and enter an sa logon password. Click Next. The Collation Settings window opens. 13. From the SQL collations, choose the default. The Error and Usage Report Settings window opens. 106 Installing Microsoft SQL Server GoldMine Installation Guide

14. If you want MSSQL Server 2005 to automatically send your error messages and usage reports to Microsoft, check the appropriate box. Click Next. The Ready to Install window opens. 15. Click Install to proceed with the installation. The Setup Progress window opens. 16. When the installer completes the setup process, click Next. The Completing Microsoft SQL Server 2005 Setup window opens. GoldMine Installation Guide Installing Microsoft SQL Server 107

17. Click Finish to exit the installation wizard. 18. Exit the SQL Server Configuration Manager. 19. Open the Windows Start menu and select Settings > Control Panel > Administrative Tools > Computer Management. 20. Expand Services and Applications and select Services. 21. Stop and restart the service SQL Server (MSSQLSERVER). Troubleshooting If you receive an error message such as MSSQL Login Failed during the installation of GoldMine, check the following: Is the SQL server running? If not, start SQL Server. Open the MSSQL Enterprise Manager and find SQL Server Enterprise Manager. Expand the servers until you see your server name. Right click your server name and select Start in the local menu. Is the SQL administrative name and password you typed when installing GoldMine different from the name and password in SQL? Are you using sa with no password, or did you change the password in SQL? Open the SQL Server Enterprise Manager. Expand Microsoft SQL Server and then expand SQL Server Groups. Right click your server name and select Edit SQL Server Registration properties. Verify the login name and password. When you installed SQL, did you select Mixed Mode for the authentication mode? If you do not know, go to the server name in the MSSQL Enterprise Manager. Expand Microsoft SQL Server and then expand SQL Server Groups. Right click your server name and select Properties. Select the Security tab. Select SQL Server and Windows. Stop and restart SQL Server. The installation continues. 108 Installing Microsoft SQL Server GoldMine Installation Guide

Migrating Large Databases Overview If you are upgrading from a previous version of GoldMine to version 9.0 and have a large Microsoft SQL Server database (5GB of data or more), we recommend you consider the following steps before proceeding with the upgrade. Certain computers (limited computing power) require manual steps to upgrade the database successfully. NOTE: These steps do not apply to Firebird databases. Database Preparation Back Up Your Database This is especially important prior to migration. Also, a power failure or any unpredicted interruption may corrupt data. Invaluable data can be restored from the backup. Truncate the Transaction Log For SQL 2005 1. From Start, select Microsoft SQL Server > SQL Server Management Studio. 2. After logging on to SQL Server, click the New Query toolbar button (or select File > New > Query with Current Connection). 3. Run: backup log database_name with truncate_only dbcc SHRINKDATABASE(database_name, TRUNCATEONLY) GoldMine Installation Guide Migrating Large Databases 109

For SQL 2008 1. From Start, select Microsoft SQL Server > SQL Server Management Studio. 2. After logging on to SQL Server, click the New Query toolbar button (or select File > New > Query with Current Connection). 3. Run: Alter Database dbname Set Recovery Simple Alter Database dbname Set Recovery Full 4. Purge the syslog table from your current GoldMine version. Ensure you have backed up your database prior to purging. To purge logs, select Tools > Logs > GoldMine Logs. The System Logs dialog box appears. Select either Process Monitor Logs, Maintenance Logs, or Error Logs. Right click and select Purge Logs. Select the check boxes for Process Monitor, Maintenance, and Error logs. Accept the default date (1 month) or adjust to extend. If you require more logs, revise according to the GoldMine Online Help or the GoldMine Administrator Guide. 110 Migrating Large Databases GoldMine Installation Guide

Converting dbase Databases to MSSQL Overview To convert your dbase database to MSSQL for use with GoldMine: Install GoldMine normally and create a new database. Do not install demo data. Use the Databases Wizard in GoldMine to import your dbase database. TIP: Refer to the topic Using the Databases Wizard in GoldMine Online Help for details on using the wizard. Assuming your data contains English language records only, with no special characters, such as Euro symbols, accented characters, or Cyrillic letters, there will be no encoding conversion issues when importing your database into GoldMine. If your database does contain special characters, as noted above, you will need to determine what type of coding is used in your DBF files in order to correctly convert all characters and symbols. The coding will be one of the following: OEM: Legacy encoding used by Microsoft DOS ANSI: Encoding used by Microsoft Windows The process of determining which type of encoding was used in your original DBF file may require a trial and error approach. Be sure that you have created complete back ups, both for safety, and to allow you to roll back to a preimport version of the database in order to verify that all special characters and symbols are properly converted. GoldMine Installation Guide Converting dbase Databases to MSSQL 111

Upgrading European Special Characters To upgrade European special characters (including currency symbols, accented characters, and other regionspecific characters) stored in Notes from a GoldMine 6.7 system, you must apply a temporary registry change to be in place during the upgrade process. NOTE: Registry settings can affect the stability of your system. Incorrect data in the registry can prevent your machine from running and may require you to reinstall the operating system. See support.microsoft.com for information about backing up and modifying the registry. FrontRange Solutions does not support registry changes or issues that arise from editing the registry. To Upgrade European Special Characters 1. Back up your GoldMine database. 2. Back up the registry. 3. Write down the current value of the HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Jet\4.0\Engines\Xbase\BDE registry key. Then change this key to 2. 4. Upgrade your GoldMine database. 5. Back up the registry again. 6. Change the HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Jet\4.0\Engines\Xbase\BDE registry key back to its original setting. 112 Converting dbase Databases to MSSQL GoldMine Installation Guide

Resources Additional Documentation In addition to this guide, the following resources are available to provide you with information about GoldMine: Online Help Accessed by clicking the Help menu option in GoldMine, online help provides topic overviews and step by step instructions to walk you through basic tasks, in addition to a comprehensive table of contents, index, and search function. Note: Guides are available in PDF format from the Installation kit or from support.frontrange.com for maintenance customers. Training Courses Information regarding training courses for FrontRange Solutions family of products can be found at: http://frontrange.learn.com Contact Us Support Site FrontRange Solutions can answer your technical support questions about HEAT, FRS Foundation, GoldMine, and other FrontRange product families. Visit: http://www.frontrange.com/support Contact Information FrontRange Solutions Worldwide Headquarters 5675 Gibraltar Drive Pleasanton, CA 94588 USA TEL: 800.776.7889 and +1 925.398.1800 If calling from Canada, dial: 1.888.603.3270 Offices are also located in Latin America, Asia Pacific, Europe, South Africa, and the Middle East. For international contact information, go to the FrontRange Solutions Web site, click the Contact link at the top of the page, then select your region. GoldMine Installation Guide Resources 113

114 Resources GoldMine Installation Guide

Index A Additional system requirements 15 Audience and Expertise 7 C Changing ownership in Windows XP 17, 55 Checklist installation 20 server 21 undocked 22 workstation 21 Configuring GoldMine 75 custom image 76 Converting dbase databases to SQL 111 Creating sub licenses for remote offices 50 for undocked users 52 D Database backing up your 55 conversion 55 Firebird 15 migrating 109 selecting 17 Database preparation 109 DataDict.xml 20 dbalias.ini 20 Demo data 28, 28, 67 E E License 44, 46 End User License Agreement about 24, 35, 58, 64 F Firebird 15 flags.bin 20 G gm.ini 20 gmbase.bin 20 gmexp.bin 20 gmsetup.exe 22, 35, 63, 73 GoldMine configuring 75 GISMO 56 licensing 46 Link to Word 56 Outlook 56 Plus Microsoft Office 56 GoldMine logon window custom image 76 Goldsync 16 GoldSync License (Y License) about 50 creating 50 H HDA number 44 Host system requirements 10 I Import Windows User Accounts 47 Increases 43 Install MSSQL Server 93 GoldMine Installation Guide Index 115

Installation checklist for an Undocked Workstation 22 checklist for Networked Workstation 21 checklist for Server 21 types 20, 20 wizard 20, 20 Installing on a client workstation 18 on a server (SQL database) 22 on a Undocked Workstation 39 on a workstation 33 on an Undocked Workstation 39 on an undocked Workstation 39 on Windows XP 18 planning for 17 Insufficient input 28, 60, 67 K Key code 44, 50, 54 L License file 45 License Manager 43, 50, 51 about 45 License types about 43 increases 43 master license 43 sub licenses 43 License.bin 45 LicenseGM.bin 20 Licenses about 43 creating 45 GoldSync (Y) 44 license types 43 managing 45 Master license 43 master license 46 Site (S) 44 sub licenses 43 Undocked (U) 44, 54 Licensing after installing 31 GoldMine 46 serial number 44 with a Master License 46 with a Site license 53 with an Undocked license 54 wizard 46 Local administrator 22, 63 M Management Intelligence End User License Agreement 77 installing 77 Mapping a drive 35 Master license 43 about 43 licensing with 46 rights 48, 49 Memory requirements server 12 Microsoft Windows XP changing ownership 17, 55 Microsoft Windows Server 10 Migrating large databases 109 MS SQL login failed 28, 60, 67 O Operating system requirements service packs 17 Operating systems server 10 single user 14 undocked 14 workstation 13 Ownership changing in XP 17, 55 R Registration GoldMine 46 Remote offices creating sub licenses for 50 Remote systems upgrading 73 S Schema licensing 44 Security 9 Serial number 46 Server requirements security 9 Server system requirements 10 memory 12 operating systems 10 performance considerations 12 116 Index GoldMine Installation Guide

Shared server installations checklist 21 workstation installations checklist 21 running 35 Single user system requirements operating systems 14 performance considerations 15 Site master 73 Site License (S License) about 50 creating 50 licensing with 53 S License 44, 50, 53 Split Path Installation 20 SQL Server installation 93 Sub 43 Sub license 43, 46 creating 50, 51 for remote offices 50 for undocked users 52, 52 SyncLock.bin 20 System files 20 System requirements 9 environments 9 Goldsync 16 host 10 server 10 single user 14 undocked user 14 workstation 13 U U License 52 Unattended Installation 31 Undocked 73 users creating sub licenses for 52 licenses 52 warning 52 Undocked License (U License) about 52 creating 52 licensing with 54 Undocked system requirements operating systems 14 performance considerations 15 Undocked Workstation installation 39 running 39 Undocked Workstation installations checklist 22 Undocked Workstation requirements about 14 CPU 14 memory 14 performance considerations 14 Upgrading considerations 18 large SQL Server databases 55 licensing schema 44 remote systems 73 Upgrading European Special Characters 112 User accounts 47 USER_info.bin 20 USER.ini 20 Users table 20 V Vista Add in installations 39 Installation 20 Installation Considerations 18 W Windows security 9 Workstation installing option 1 33 installing option 2 33, 35 mapping a drive 35 Workstation system requirements 13 operating systems 13 Y Y License 44, 50, 53 GoldMine Installation Guide Index 117

118 Index GoldMine Installation Guide